|
|
|
You Will Learn How To
- Streamline business processes by integrating InfoPath forms into SharePoint applications
- Rapidly create dynamic custom forms for deployment to SharePoint
- Build interaction into complex forms without writing code
- Add intelligence to forms with Quick Rules
- Capture external data and convert Office forms to InfoPath for optimal design and publishing
- Integrate InfoPath forms to customize SharePoint workflow and automate business tasks
Course BenefitsMicrosoft InfoPath 2010 is a powerful tool for creating forms and gathering data, helping organizations streamline business processes. Integrating InfoPath with SharePoint allows users to design sophisticated electronic forms to quickly and cost-effectively gather information without writing code. This course provides the knowledge and skills necessary to create InfoPath forms for seamless integration into SharePoint.
Who Should AttendAnyone responsible for creating or designing InfoPath forms. Basic knowledge of SharePoint technologies at the level of Course 1501, "SharePoint 2010 Technologies Comprehensive Introduction," or experience with a previous version of SharePoint, is helpful.
Hands-On TrainingThroughout an in-depth case study, you gain extensive hands-on experience creating InfoPath 2010 forms. Exercises include:
- Designing a form from a preexisting template
- Adding controls to a blank form
- Incorporating repeating sections to a form
- Validating a form with the Design Checker
- Conditionally formatting fields on a form
- Performing a calculation based on input controls
- Populating a cascading drop-down control from SQL Server data
Course 1507 ContentIntroduction to InfoPath 2010
Leveraging InfoPath forms in your organization
- Defining the benefits and functionality
- InfoPath Designer
- Forms Services
- InfoPath Filler
Centralizing data collection for business processes
- Replacing disparate forms throughout your organization
- Exploring SharePoint lists and libraries
- Submitting results to SharePoint
Designing InfoPath Forms
Customizing form templates
- Creating form templates for InfoPath Filler and the web browser
- Extending templates to meet business requirements
- Adding input controls to enhance the user experience
- Group controls in sections
- Setting default values in fields or controls
Creating new forms from scratch
- Defining page layout with tables
- Building user-friendly forms
- Applying a consistent look and feel
- Adding repeating tables for many values
- Creating multiple views
Enabling Dynamic Form Interaction
Verifying user input based on business rules
- Configuring control properties
- Applying Quick Rules for easy validation without code
- Validating fields with range, required and format conditions
Conditionally formatting fields
- Changing background colors or fonts
- Hiding and showing form sections in response to user actions
- Building robust cascading drop-down lists
- Executing a query from an action rule
Defining form actions
- Dynamically setting the value of a field
- Querying and submitting data
- Sending information to a Web Part to provide drill-down effect
- Setting field properties to read-only
Accessing External Information
Retrieving data from multiple sources
- Integrating data with the Data Connection Wizard
- Connecting to data sources and SharePoint lists
- Selecting XML and SQL Server data
- Populating controls from a data source
Creating a user interface for business data
- Modifying information inside an InfoPath form
- Submitting changes to the data source
- Loading a repeating table with data
Enhancing Business Processes with Workflow
Initiating workflow actions
- Building a form to trigger a workflow
- Adding a workflow to a form library
Integrating e-mail and tasks
- Coordinating and delegating tasks to information workers
- Embedding the People Picker into forms
- Utilizing form fields throughout the workflow process
Establishing conditional rules
- Directing workflow actions with form fields
- Setting up automatic task reminders
Publishing Forms to SharePoint
Replacing default SharePoint forms
- Submitting to a document library
- Substituting a list default form with an InfoPath form
- Sending a form to SharePoint as a content type
Assessing deployment options
- Creating a form library when publishing
- Promoting items to a form library to extend reporting capabilities
- Utilizing administrator approved templates for complex forms containing custom code
Securing forms
- Exploring security levels within forms
- Authenticating users with digital signatures
- Operating within restricted zones
- Working in full trust security zones
- Hiding parts of the form
|
<< Back to SharePoint Course List
SharePoint is a registered trademark of Microsoft Corporation.
Learning Tree AnyWareTM is a trademark of Learning Tree International, Inc. in the United States and other countries, and is covered by a patent application pending in the United States.
|
|
|
Training Dates
 | Most events below can be taken in-class or live, online from your home or office with AnyWare. |
For AnyWare enrollments, please register at least 7 days prior to the start of the course.
More Dates and Locations.
|
Tuition for Course 1507 (3 Days)
|
|
Bring this or any Learning Tree Course on-site to your location!
|
|
"The AnyWare interface was very intuitive and easy to use. In fact, I found it to be just as efficient as if I were actually sitting in the classroom. I've recommended future training sessions to my supervisor as well as other staff members."
– D. Dhoray
Webmaster
University of The West Indies
|
|
|
E-mail 
Print 
Q&A 
PDF 
Facebook 
Twitter
